Career Opportunities for Ambitious Professionals
7 days ago
Overview
Sun Life Financial is a leading provider of insurance and financial services. We offer a purpose-driven career that helps individuals, families, and communities achieve lifetime financial security and live healthier lives.
Compensation
The estimated salary range for this role is $60,000 - $150,000 per year, depending on experience and performance.
Job Description
A Financial Advisor at Sun Life Financial plays a critical role in helping clients plan financially for various stages of life. They build long-term relationships with people and provide advice on insurance and investment products to help them achieve their goals.
Responsibilities:
- Prepare and execute strategies to attract and connect with new clients
- Conduct meetings with prospective and existing clients
- Review their current financial state and gather information about their future goals
- Build a financial roadmap to help them achieve these goals
- Recommend and implement suitable insurance and investment products
- Continue to meet with clients to ensure their plan stays up-to-date as their life situation changes
Requirements
To be successful in this role, you will need:
- A history of achievement (professional, academic, athletics, etc.)
- The ability to engage, develop, and maintain relationships with people
- Discipline and self-motivation
- Goal-oriented with a strong work ethic
- A continuous learner with a deep interest in helping others
- Excellent communication skills
- A College/University degree and some professional experience
Benefits
As a Sun Life Financial advisor, you can expect:
- Unlimited earning potential with compensation tied to your achievements
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